Wealth Plan Investment Management, LLC Innovator U.S. Equity Power Bu Transaction History

Wealth Plan Investment Management, LLC

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Nov 09, 2023	BUY	$31.24 - $32.1 $405,963 - $417,139	12,995 New	12,995 $406,000
Q1 2023 May 08, 2023	SELL	$29.62 - $31.13 $365,273 - $383,895	-12,332 Reduced 73.1%	4,539 $139,000
Q4 2022 Feb 15, 2023	BUY	$28.33 - $30.68 $4,589 - $4,970	162 Added 0.97%	16,871 $501,000
Q3 2022 Dec 12, 2022	BUY	$28.37 - $31.17 $26,639 - $29,268	939 Added 5.95%	16,709 $502,000
Q1 2022 Sep 07, 2022	BUY	$31.06 - $32.38 $489,816 - $510,632	15,770 New	15,770 $488,000

166

13.6M

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